Trigger Action on Summarized Field
Table A is the parent table and Table B is the child.
Monthly, we go onto a website and download data that gets loaded into Table B
It all gets complied into one spreadsheet.
Table A's primary key is record ID, so I use a VLOOKUP formula in the complied spread sheet to get that record ID for the relationship. This based on a report I built that we just download monthly so only information that pertains to records in Table A is uploaded.
There are summary fields in Table A that are working perfectly summarizing the record of Table B appropriately. This all works smoothly, and is saving time.
Now the issue is that I would like an action to be triggered in Table A whenever a specific summary field changes. Previously, we would read the downloaded data and create activities in the activity table and bill clients based on the summarized data. Currently, all that we need to do is compile all the data in one spreadsheet and run a macro I create then upload it. But we are missing the billing component.
From what I can see it is not possible to trigger an action because you cannot use summarized fields.
Any thoughts or work arounds?
Monthly, we go onto a website and download data that gets loaded into Table B
It all gets complied into one spreadsheet.
Table A's primary key is record ID, so I use a VLOOKUP formula in the complied spread sheet to get that record ID for the relationship. This based on a report I built that we just download monthly so only information that pertains to records in Table A is uploaded.
There are summary fields in Table A that are working perfectly summarizing the record of Table B appropriately. This all works smoothly, and is saving time.
Now the issue is that I would like an action to be triggered in Table A whenever a specific summary field changes. Previously, we would read the downloaded data and create activities in the activity table and bill clients based on the summarized data. Currently, all that we need to do is compile all the data in one spreadsheet and run a macro I create then upload it. But we are missing the billing component.
From what I can see it is not possible to trigger an action because you cannot use summarized fields.
Any thoughts or work arounds?
